Bridge Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,206
| Closed | -$588K | – | 122 |
|
|
2023
Q3 | $588K | Buy |
5,206
+6
| +0.1% | +$678 | 0.21% | 86 |
|
|
2023
Q2 | $656K | Hold |
5,200
| – | – | 0.24% | 74 |
|
|
2023
Q1 | $588K | Hold |
5,200
| – | – | 0.23% | 71 |
|
|
2022
Q4 | $526K | Hold |
5,200
| – | – | 0.22% | 76 |
|
|
2022
Q3 | $487K | Hold |
5,200
| – | – | 0.24% | 71 |
|
|
2022
Q2 | $481K | Hold |
5,200
| – | – | 0.23% | 69 |
|
|
2022
Q1 | $527K | Hold |
5,200
| – | – | 0.23% | 63 |
|
|
2021
Q4 | $540K | Buy |
+5,200
| New | +$540K | 0.24% | 63 |
|